Jeffrey M. Bagley, CFA

Jeffrey M. Bagley, CFA

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Mr. Jeffrey Bagley, Vice President - Senior Research Analyst and Portfolio Manager, came to Haverford in 2010 with more than 20 years in the finance industry. Jeff manages investment portfolios, performs industry and company-specific research, and is a voting member of Haverford’s Investment Selection Committee. He resides in Wayne, PA with his wife and three children.

Education & Certifications

M.B.A., Finance, Fordham University

B.S., Business Economics, State University of New York at Oneonta

Chartered Financial Analyst (CFA) designation

Previous Experience

Senior Vice President and Portfolio Manager Davidson Trust Company

Senior Investment Analyst The Vanguard Group

Portfolio Manager McCabe Capital Managers, Ltd

Research Analyst Schroder & Company and NatWest Securities

Senior Equity Analyst and Editor Value Line, Inc.

Support Team

Client Service Support Team

Betty Tafel Senior Investment Officer

Christine Gallo Administrative Assistant

Affiliations & Memberships

Member CFA Society of Philadelphia

Member CFA Institute

Board of Directors Support Center for Child Advocates

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Contact

Email

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Direct Phone

610.995.8715